See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,173 | $87,733+145.3% | $106,548+101.9% | $85,850+150.6% |
| Participation rate | 74.2% | 71.9%+2.3pp | 76.1%-1.9pp | 69.3%+4.9pp |
| Annual return | 15.25% | 21.86%-6.6pp | 26.80%-11.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,400 | $2,073+15.8% | $2,819-14.8% | $2,565-6.4% |
| Participant deferral / active EE | $6,577 | $3,469+89.6% | $4,398+49.6% | $3,952+66.4% |
| Admin fee / account holder | $1,553 | $6,767-77.1% | $7,407-79.0% | $6,260-75.2% |